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RMIF Institutional Ownership

LHA Risk-Managed Income ETF
1W: -0.3% 1M: -0.2% 3M: -0.7% YTD: -2.4% 1Y: -1.1% 3Y: +11.1%
$24.11
Last traded 2026-07-27 — delisted
ETF CBOE · AUM $25.2M

Institutional Ownership — RMIF

11
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
23M
Total Invested
2
New Positions
3
Increased
3
Reduced
2
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (12 total)

# Holder Shares Value Change Change % Holding Period Filing
1 GRIMES & Co WEALTH MANAGEMENT, LLC 830,826 $20M -103,959 -11.1% 13Q SEC ↗
2 GTS SECURITIES LLC NEW 42,331 $1M — +0.0% 1Q SEC ↗
3 SUSQUEHANNA INTERNATIONAL GROUP, LLP 40,462 $975K +3,630 +9.9% 7Q SEC ↗
4 IFP Advisors, Inc 40,041 $965K +7,838 +24.3% 9Q SEC ↗
5 Empirical Asset Management, LLC 12,427 $300K +291 +2.4% 9Q SEC ↗
6 MORGAN STANLEY 2,237 $54K — +0.0% 10Q SEC ↗
7 Triumph Capital Management 1,200 $29K — +0.0% 11Q SEC ↗
8 Integrated Wealth Concepts LLC NEW 153 $4K — +0.0% 1Q SEC ↗
9 Aptus Capital Advisors, LLC 153 $4K — +0.0% 3Q SEC ↗
10 UBS Group AG 0 $0K -134 -100.0% 1Q SEC ↗
11 Sigma Planning Corp 0 $0K -89,811 -100.0% 5Q SEC ↗
12 JANE STREET GROUP, LLC 0 $0K -9,501 -100.0% 1Q SEC ↗

Recent Activity

New Positions (2)
HolderSharesValue
GTS SECURITIES LLC 42,331 $1M
Integrated Wealth Concepts LLC 153 $4K
Sold Out (3)
HolderPrev SharesPrev Value
Sigma Planning Corp 89,811 $2M
JANE STREET GROUP, LLC 9,501 $229K
UBS Group AG 134 $3K
Biggest Increases (3)
HolderAddedChange %Total Shares
IFP Advisors, Inc +7,838 +24.3% 40,041
SUSQUEHANNA INTERNATIONAL GROUP, LL +3,630 +9.9% 40,462
Empirical Asset Management, LLC +291 +2.4% 12,427
Biggest Decreases (1)
HolderReducedChange %Total Shares
GRIMES & Co WEALTH MANAGEMENT, LLC -103,959 -11.1% 830,826

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms